FYW

Future You Wealth Portfolio holdings

AUM $184M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$13.3M
3
+$13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$11.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Communication Services 1.39%
3 Consumer Discretionary 1.32%
4 Financials 0.27%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$666K 0.47%
+18,775
27
$634K 0.45%
+7,265
28
$623K 0.44%
+15,216
29
$579K 0.41%
+5,431
30
$536K 0.38%
+2,380
31
$529K 0.38%
+982
32
$391K 0.28%
+7,371
33
$387K 0.27%
+1,615
34
$315K 0.22%
+12,683
35
$311K 0.22%
+774
36
$304K 0.22%
+1,608
37
$302K 0.21%
+6,656
38
$285K 0.2%
+2,472
39
$268K 0.19%
+1,596
40
$261K 0.19%
+647
41
$245K 0.17%
+2,462
42
$242K 0.17%
+2,764
43
$239K 0.17%
+1,293
44
$230K 0.16%
+1,789
45
$223K 0.16%
+666
46
$221K 0.16%
+3,900
47
$209K 0.15%
+2,978
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